Episode Summary
Inheritance Tax used to be a problem for the ultra-wealthy. Not anymore.
With more families now caught in the net, it’s never been more important to understand how to protect what you’ve built— and pass it on with intention.
In this clear, jargon-free episode, Steve Rowe and Ellie Pemberton break down the real-life impact of Inheritance Tax, and what you can actually do about it. From gifting strategies to trusts, life insurance to legacy planning, this episode is packed with practical tools every family should consider before it’s too late.
Episode Highlights
- How to reduce the tax bill your loved ones might face
- Why timing is everything when it comes to giving
- The pros and cons of trusts (and when they make sense)
- How life cover can plug the tax gap
- Why estate planning isn’t just financial it’s emotional
Whether you want to support your children, give to causes you care about, or simply make sure more of your money stays in the family, this is the episode to start that conversation.
